EENYSENatural Gas DistributionFiscal year ends December 31
Excelerate Energy, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$32.64−0.56 (-1.69%)
Close on Oct 19, 2026
- Market cap
- $1.06B
- P/E (TTM)
- 22.5
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
29.1%
33M of 113M shares
Institutional holders
222
38 new, 33 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
0 buys · 2 sales
Net sold $409.80K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Wellington Management Group LLP | 3,641,087 | 11.40% | 13G (passive) amendment | Oct 31, 2025 |
| Wellington Group Holdings LLP | 3,339,759 | 10.50% | 13G (passive) amendment | Jun 30, 2026 |
| Copeland Capital Management, LLC | 1,922,979 | 6.10% | 13G (passive) | Sep 30, 2026 |
| BlackRock, Inc. | 1,399,108 | 5.30% | 13G (passive) | Dec 31, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of EE | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| George Kaiser Family Foundation | 7,854,167 | 6.93% | $298.38M | – | 28.65% |
| Wellington Management Group Llp | 3,339,759 | 2.95% | $126.88M | +705,587 | 0.02% |
| BlackRock, Inc. | 2,014,640 | 1.78% | $76.54M | +122,456 | 0.00% |
| Copeland Capital Management, LLC | 1,973,585 | 1.74% | $74.98M | +388,967 | 1.54% |
| Vanguard Portfolio Management LLC | 1,230,722 | 1.09% | $46.76M | −59,443 | 0.00% |
| Tortoise Capital Advisors, L.L.C. | 1,166,178 | 1.03% | $44.30M | −16,969 | 0.45% |
| Vanguard Capital Management LLC | 994,364 | 0.88% | $37.78M | −62,306 | 0.00% |
| TimesSquare Capital Management, LLC | 950,222 | 0.84% | $36.10M | +278,280 | 530.94% |
| Ranger Investment Management, L.P. | 912,300 | 0.80% | $34.66M | +15,259 | 2.19% |
| Kayne Anderson Capital Advisors LP | 664,577 | 0.59% | $25.25M | +18,042 | 0.50% |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 650,000 | 0.57% | $24.69M | +325,000 | 1.10% |
| Geode Capital Management, LLC | 616,604 | 0.54% | $23.43M | +32,453 | 0.00% |
| State Street Corp | 572,420 | 0.50% | $21.75M | +20,303 | 0.00% |
| Dimensional Fund Advisors LP | 514,252 | 0.45% | $19.53M | +17,403 | 0.00% |
| Emerald Advisers, LLC | 485,260 | 0.43% | $18.44M | +169,595 | 0.43% |
| FMR LLC | 480,346 | 0.42% | $18.25M | −358,641 | 0.00% |
| D. E. Shaw & Co., Inc. | 392,792 | 0.35% | $14.92M | +49,301 | 0.01% |
| Yaupon Capital Management LP | 390,353 | 0.34% | $14.83M | +193,363 | 0.29% |
| Neuberger Berman Group LLC | 374,392 | 0.33% | $14.22M | −374,788 | 0.01% |
| Russell Investments Group, Ltd. | 343,449 | 0.30% | $13.05M | +18,018 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 222 | 33M | 29.1% | 38 / 80 | 65 / 33 | 4M | 3M |
| Q1 2026 | 219 | 33M | 29.0% | 63 / 62 | 63 / 29 | 7M | 5M |
| Q4 2025 | 190 | 33M | 29.4% | 41 / 67 | 53 / 28 | 4M | 4M |
| Q3 2025 | 182 | 33M | 29.0% | 33 / 63 | 63 / 48 | 5M | 5M |
| Q2 2025 | 199 | 33M | 29.3% | 43 / 90 | 43 / 21 | 11M | 1M |
| Q1 2025 | 177 | 24M | 21.1% | 31 / 61 | 61 / 14 | 2M | 2M |
| Q4 2024 | 161 | 24M | 21.1% | 49 / 49 | 46 / 11 | 3M | 2M |
| Q3 2024 | 124 | 23M | 20.7% | 22 / 40 | 45 / 22 | 4M | 2M |
| Q2 2024 | 126 | 23M | 20.6% | 25 / 47 | 37 / 11 | 2M | 2M |
| Q1 2024 | 115 | 23M | 20.7% | 20 / 39 | 42 / 22 | 2M | 2M |
| Q4 2023 | 117 | 24M | 21.0% | 22 / 49 | 26 / 16 | 3M | 3M |
| Q3 2023 | 112 | 24M | 21.1% | 18 / 31 | 43 / 15 | 1M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of EE | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 697,286 | 0.61% | $26.49M | 0.00% | Jun 30, 2026 |
| Tortoise Energy Infrastructure Total Return Fund | 635,999 | 0.56% | $20.95M | 0.56% | May 31, 2026 |
| iShares Russell 2000 ETF | 635,310 | 0.56% | $24.14M | 0.03% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 510,690 | 0.45% | $19.40M | 0.01% | Jun 30, 2026 |
| Kayne Anderson Energy Infrastructure Fund, Inc | 503,641 | 0.44% | $16.59M | 0.62% | May 31, 2026 |
| Fidelity Enhanced Small Cap Core ETF | 429,812 | 0.38% | $16.33M | 0.28% | Jun 30, 2026 |
| Global X MLP and Energy Infrastructure ETF | 368,195 | 0.32% | $12.13M | 0.34% | May 31, 2026 |
| NYLI Cushing MLP Premier Fund | 360,000 | 0.32% | $11.86M | 0.99% | May 31, 2026 |
| Vanguard Small-Cap Value Index Fund | 323,772 | 0.29% | $12.30M | 0.02% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 273,819 | 0.24% | $10.40M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 263,210 | 0.23% | $10.34M | 0.03% | Jul 31, 2026 |
| AST Small-Cap Equity Portfolio | 239,090 | 0.21% | $9.08M | 0.43% | Jun 30, 2026 |
| Vanguard Energy Index Fund | 221,840 | 0.20% | $7.31M | 0.06% | May 31, 2026 |
| iShares Russell 2000 Value ETF | 214,670 | 0.19% | $8.16M | 0.06% | Jun 30, 2026 |
| Emerald Growth Fund | 170,813 | 0.15% | $6.71M | 0.45% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Steven M. Kobos | President and CEO, Director | 533,604 | 0.47% | Jun 26, 2026 |
| David A. Liner | See Remarks | 58,874 | 0.05% | Jun 26, 2026 |
| Dana A. Armstrong | See Remarks | 75,545 | 0.07% | Apr 2, 2026 |
| Michael Anthony Bent | See Remarks | 31,332 | 0.03% | Apr 2, 2026 |
| Hood Alisa Newman | See Remarks | 39,096 | 0.03% | Apr 2, 2026 |
| Amy Thompson Broussard | See Remarks | 32,152 | 0.03% | Apr 2, 2026 |
| Oliver Simpson | See Remarks | 51,173 | 0.05% | Apr 2, 2026 |
| Nisha Biswal | Director | 7,851 | 0.01% | Mar 9, 2026 |
| Paul T. Hanrahan | Director | 32,322 | 0.03% | Mar 9, 2026 |
| Deborah L. Byers | Director | 32,704 | 0.03% | Mar 9, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Michael Anthony Bent See Remarks | Mar 31, 2026 | Tax withholding | −576 | $33.31 | $19.19K | 31,332 |
| Oliver Simpson See Remarks | Mar 31, 2026 | Tax withholding | −546 | $33.31 | $18.19K | 51,173 |
| Dana A. Armstrong See Remarks | Mar 31, 2026 | Tax withholding | −1,972 | $33.31 | $65.69K | 75,545 |
| Amy Thompson Broussard See Remarks | Mar 31, 2026 | Tax withholding | −699 | $33.31 | $23.28K | 32,152 |
| Hood Alisa Newman See Remarks | Mar 31, 2026 | Tax withholding | −1,256 | $33.31 | $41.84K | 39,096 |
| Oliver Simpson See Remarks | Mar 20, 2026 | Sale(10b5-1 plan) | −6,000 | $34.15 | $204.90K | 51,719 |
| Oliver Simpson See Remarks | Mar 20, 2026 | Sale | −6,000 | $34.15 | $204.90K | 51,719 |
| Oliver Simpson See Remarks | Mar 5, 2026 | Award | +15,073 | – | – | 57,719 |
| Oliver Simpson See Remarks | Mar 5, 2026 | Tax withholding | −4,657 | $38.48 | $179.20K | 42,646 |
| Steven M. Kobos President and CEO, Director | Mar 5, 2026 | Award | +51,976 | – | – | 533,604 |
| Paul T. Hanrahan Director | Mar 5, 2026 | Award | +3,639 | – | – | 32,322 |
| Dana A. Armstrong See Remarks | Mar 5, 2026 | Tax withholding | −5,408 | $38.48 | $208.10K | 60,807 |
| Dana A. Armstrong See Remarks | Mar 5, 2026 | Award | +16,710 | – | – | 77,517 |
| Hood Alisa Newman See Remarks | Mar 5, 2026 | Award | +10,850 | – | – | 40,352 |
| Hood Alisa Newman See Remarks | Mar 5, 2026 | Tax withholding | −3,469 | $38.48 | $133.49K | 29,502 |
| David A. Liner See Remarks | Mar 5, 2026 | Award | +15,593 | – | – | 58,874 |
| David A. Liner See Remarks | Mar 5, 2026 | Tax withholding | −1,922 | $38.48 | $73.96K | 43,281 |
| Nisha Biswal Director | Mar 5, 2026 | Award | +3,639 | – | – | 7,851 |
| Amy Thompson Broussard See Remarks | Mar 5, 2026 | Tax withholding | −1,791 | $38.48 | $68.92K | 25,574 |
| Amy Thompson Broussard See Remarks | Mar 5, 2026 | Award | +7,277 | – | – | 32,851 |
| Michael Anthony Bent See Remarks | Mar 5, 2026 | Tax withholding | −1,782 | $38.48 | $68.57K | 26,125 |
| Michael Anthony Bent See Remarks | Mar 5, 2026 | Award | +5,783 | – | – | 31,908 |
| Deborah L. Byers Director | Mar 5, 2026 | Award | +3,639 | – | – | 32,704 |
| Oliver Simpson See Remarks | Feb 18, 2026 | Tax withholding | −714 | $41.78 | $29.83K | 47,303 |
| Oliver Simpson See Remarks | Feb 18, 2026 | Award | +1,672 | – | – | 48,017 |
| Dana A. Armstrong See Remarks | Feb 18, 2026 | Award | +17,198 | – | – | 72,569 |
| Dana A. Armstrong See Remarks | Feb 18, 2026 | Tax withholding | −6,354 | $41.78 | $265.47K | 66,215 |
| Michael Anthony Bent See Remarks | Feb 18, 2026 | Award | +5,293 | – | – | 30,042 |
| Michael Anthony Bent See Remarks | Feb 18, 2026 | Tax withholding | −2,135 | $41.78 | $89.20K | 27,907 |
| Hood Alisa Newman See Remarks | Feb 18, 2026 | Tax withholding | −3,820 | $41.78 | $159.60K | 32,971 |
| Hood Alisa Newman See Remarks | Feb 18, 2026 | Award | +8,599 | – | – | 36,791 |
| Amy Thompson Broussard See Remarks | Feb 18, 2026 | Tax withholding | −2,545 | $41.78 | $106.33K | 27,365 |
| Amy Thompson Broussard See Remarks | Feb 18, 2026 | Award | +7,410 | – | – | 29,910 |
| Oliver Simpson See Remarks | Nov 1, 2025 | Tax withholding | −678 | $25.91 | $17.57K | 46,345 |
| Oliver Simpson See Remarks | Mar 31, 2025 | Tax withholding | −355 | $27.99 | $9.94K | 47,023 |
| Michael Anthony Bent See Remarks | Mar 31, 2025 | Tax withholding | −375 | $27.99 | $10.50K | 24,749 |
| Hood Alisa Newman See Remarks | Mar 31, 2025 | Tax withholding | −854 | $27.99 | $23.90K | 28,192 |
| Dana A. Armstrong See Remarks | Mar 31, 2025 | Tax withholding | −1,219 | $27.99 | $34.12K | 55,371 |
| Amy Thompson Broussard See Remarks | Mar 31, 2025 | Tax withholding | −525 | $27.99 | $14.69K | 22,500 |
| Hood Alisa Newman See Remarks | Mar 5, 2025 | Award | +9,967 | – | – | 29,046 |
| Hood Alisa Newman See Remarks | Mar 5, 2025 | Tax withholding | −1,759 | $30.15 | $53.03K | 19,079 |
| Amy Thompson Broussard See Remarks | Mar 5, 2025 | Award | +6,103 | – | – | 23,025 |
| Amy Thompson Broussard See Remarks | Mar 5, 2025 | Tax withholding | −1,035 | $30.15 | $31.21K | 16,922 |
| Deborah L. Byers Director | Mar 5, 2025 | Award | +4,146 | – | – | 29,065 |
| Steven M. Kobos President and CEO, Director | Mar 5, 2025 | Award | +53,483 | – | – | 481,628 |
| Dana A. Armstrong See Remarks | Mar 5, 2025 | Award | +18,773 | – | – | 56,590 |
| Dana A. Armstrong See Remarks | Mar 5, 2025 | Tax withholding | −2,246 | $30.15 | $67.72K | 37,817 |
| Michael Anthony Bent See Remarks | Mar 5, 2025 | Award | +5,804 | – | – | 25,124 |
| Michael Anthony Bent See Remarks | Mar 5, 2025 | Tax withholding | −840 | $30.15 | $25.33K | 19,320 |
| Oliver Simpson See Remarks | Mar 5, 2025 | Award | +12,438 | – | – | 47,378 |
| Oliver Simpson See Remarks | Mar 5, 2025 | Tax withholding | −2,136 | $30.15 | $64.40K | 34,940 |
| David A. Liner See Remarks | Mar 5, 2025 | Award | +15,489 | – | – | 45,203 |
| Paul T. Hanrahan Director | Mar 5, 2025 | Award | +4,146 | – | – | 28,683 |
| Nisha Biswal Director | Mar 5, 2025 | Award | +346 | – | – | 4,212 |
| Nisha Biswal Director | Jan 21, 2025 | Award | +3,866 | – | – | 3,866 |
| Oliver Simpson See Remarks | Dec 6, 2024 | Tax withholding | −372 | $32.10 | $11.94K | 37,076 |
| Oliver Simpson See Remarks | Nov 1, 2024 | Award | +5,444 | – | – | 37,448 |
| Hood Alisa Newman See Remarks | Mar 31, 2024 | Tax withholding | −854 | $16.02 | $13.68K | 20,838 |
| Oliver Simpson See Remarks | Mar 31, 2024 | Tax withholding | −355 | $16.02 | $5.69K | 32,004 |
| Dana A. Armstrong See Remarks | Mar 31, 2024 | Tax withholding | −1,220 | $16.02 | $19.54K | 40,063 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.